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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,943 | $126,661-90.6% | $113,397-89.5% | $138,895-91.4% |
| Participation rate | 55.6% | 79.4%-23.9pp | 76.5%-20.9pp | 79.9%-24.4pp |
| Annual return | 33.43% | 25.05%+8.4pp | 23.20%+10.2pp | 145.39%-112.0pp |
| Employer contribution / active EE | $1,302 | $3,456-62.3% | $2,977-56.3% | $4,194-68.9% |
| Participant deferral / active EE | $1,846 | $5,693-67.6% | $5,076-63.6% | $6,396-71.1% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |